Kurtis Bell
Financial Advisor at Q5 Wealth Management, A financial advisory practice of Ameriprise Financial Services, LLC
- Role
- Financial Advisor at Q5 Wealth Management
- Location
- Beaumont, TX, US
- LinkedIn followers
- 500 followers
About Kurtis Bell
What you can expect when you work with us.The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.When you work with us, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress, and investments.Anytime access to your investments and digital tools to help you stay on track.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.Please visit for important rules and disclosures about how you and I can interact on social media.
Experience
Financial Advisor
May 2025 — Present · Beaumont, TX, US
Beaumont, TX
Skills
- Microsoft Office
- Research
- Community Outreach
- Microsoft Excel
- Powerpoint
- Microsoft Word
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